Values Added Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.89M | Buy |
7,829
+1,369
| +21% | +$681K | 1.89% | 16 |
|
|
2025
Q1 | $2.43M | Sell |
6,460
-448
| -6% | -$168K | 1.34% | 23 |
|
|
2024
Q4 | $2.91M | Buy |
6,908
+400
| +6% | +$169K | 1.68% | 18 |
|
|
2024
Q3 | $2.8M | Sell |
6,508
-1,043
| -14% | -$449K | 1.77% | 18 |
|
|
2024
Q2 | $3.37M | Buy |
7,551
+2,089
| +38% | +$934K | 2.43% | 14 |
|
|
2024
Q1 | $2.3M | Sell |
5,462
-235
| -4% | -$98.9K | 1.79% | 18 |
|
|
2023
Q4 | $2.14M | Buy |
5,697
+823
| +17% | +$309K | 1.75% | 17 |
|
|
2023
Q3 | $1.54M | Buy |
4,874
+43
| +0.9% | +$13.6K | 1.4% | 19 |
|
|
2023
Q2 | $1.65M | Buy |
+4,831
| New | +$1.65M | 1.54% | 17 |
|